Ready to get your taxes done? This page walks you through exactly what we need, how to get your documents to us securely, and how you'll review, sign, and receive your return. If you have any questions along the way, just call the office.
Getting your tax information to us is quick and secure — and you never have to come into the office unless you'd like to. Here's everything you need, the ways to send it, and how you'll review and sign your completed return.
Round up the slips and receipts that apply to your year. You don't need every item below — just send what's relevant to you.
This list isn't exhaustive — every situation is different. If you're self-employed or have rental income, our Income & Expenses Worksheet makes it easy to total everything up before you send it.
Choose whichever is easiest for you.
Upload your documents through our encrypted e-Courier portal. You can reach it two ways: click the secure portal link on our website, or click the blue lock icon in any email we've sent you and reply with your files attached.
Encrypted end to end — far safer than regular email.
Prefer to hand over paper? You're welcome to drop your documents at our office at 1077 Boundary Rd #207, Oshawa, during business hours.
Mon–Fri 9:00am–5:00pm.
From the moment you send your documents to the day your return is filed.
Collect the slips and receipts that apply to your year, using the list above as a guide.
Upload through the e-Courier portal, reply to one of our secure emails, or drop them at the office.
Dana prepares your return and reaches out if anything's missing or needs a second look.
We send you your copy of the completed return — in person, securely by e-Courier, or by FedEx. This is your copy to keep. If you'd like to go through it with Dana, just ask for a phone or in-person appointment.
Once you're happy with your return, you sign your authorization and we e-file it with the CRA on your behalf.
Your completed return is sent to you to review and sign. You receive one copy — yours to keep — delivered whichever way works best for you.
Your completed return is sent straight to you through the encrypted portal, ready to review and sign.
Review and collect your return at our Oshawa office during business hours. If you'd like Dana to walk you through it, just ask for an appointment.
We can courier your printed return to you by FedEx for a flat $20 charge.
Please send your information early. To file your return on time, we ask for your complete tax information at least 30 days before your applicable CRA deadline. Deadlines vary by return type — you can confirm yours with the Canada Revenue Agency.
Wherever you are, you can submit your documents securely from home.
Book a free consultation with Dana, or send your documents securely and we'll take it from there.
Book a free consultation
